
By Scott Hamilton
Aug. 7, 2017, © Leeham Co.: The quote appeared on Twitter, citing the chairman of Air Lease Corp, Steven Udvar-Hazy:
“I would simply but strongly encourage the OEMs to carefully review their production rate aspirations closely and realistically.”
Hazy, often (but erroneously) called the “Godfather of leasing,” is a voice to be reckoned with. He is enormously influential with Airbus, Boeing, lessors and the industry. He’s been a launch customer of several aircraft new aircraft models and, if he’s not the Godfather of leasing (this title really belongs to the late George Batchelor), Hazy raised aircraft leasing to a fine art.
So, when the quote appeared on Twitter, I sat up in my chair.
Was Hazy suggesting Airbus and Boeing will be producing too many airplanes, creating a supply-demand imbalance?
Read more
Boeing’s tactical option for MOM sector
Subscription RequiredIntroduction
Aug. 14, 2017, © Leeham Co.: It’s not a done deal yet—the business for the so-called Boeing 797 remains a challenge. But the consensus is that Boeing will launch the program next year, for an entry-into-service around 2025.
Boeing 797 concept. Source: Boeing.
Yet there are airlines that say they don’t want to wait that long for a new airplane.
What are their choices?
Read more
7 Comments
Posted on August 14, 2017 by Scott Hamilton
air force tanker, Airbus, Airlines, American Airlines, Boeing, Bombardier, CFM, Delta Air Lines, GE Aviation, Leasing, Leeham News and Comment, Middle of the Market, MOM, Pratt & Whitney, United Airlines, US Airways
737-10, 737-9, 757, 767-200ER, 767-300ER, 777, 777-300ER, 797, A330-200, A330-800, Airbus, airlines, American Airlines, Boeing, Delta Air Lines, Japan Air Lines, Middle of the Market, MOM, New Midrange Aircraft, NMA, United Airlines
Can Airbus improve the A321neo further? Part 2
By Bjorn Fehrm
Subscription Required
Introduction
August 10, 2017, © Leeham Co.: Last week we started the look into how the Airbus A321neo could be incrementally improved. To understand what can improve an aircraft, ones need to understand its limitations.
The A321neo is mainly limited by its wing, which is highly loaded. But there are ways around this limitation other than developing a new wing, an exercise which would require time, money and a new certification program.
Summary:
Read more
2 Comments
Posted on August 10, 2017 by Bjorn Fehrm
Airbus, CFM, Pratt & Whitney, Premium
A321LR, A321NEO, Airbus, CFM, Pratt & Whitney
Pontifications: Context is everything
By Scott Hamilton
Aug. 7, 2017, © Leeham Co.: The quote appeared on Twitter, citing the chairman of Air Lease Corp, Steven Udvar-Hazy:
“I would simply but strongly encourage the OEMs to carefully review their production rate aspirations closely and realistically.”
Hazy, often (but erroneously) called the “Godfather of leasing,” is a voice to be reckoned with. He is enormously influential with Airbus, Boeing, lessors and the industry. He’s been a launch customer of several aircraft new aircraft models and, if he’s not the Godfather of leasing (this title really belongs to the late George Batchelor), Hazy raised aircraft leasing to a fine art.
So, when the quote appeared on Twitter, I sat up in my chair.
Was Hazy suggesting Airbus and Boeing will be producing too many airplanes, creating a supply-demand imbalance?
Read more
40 Comments
Posted on August 7, 2017 by Scott Hamilton
Airbus, Boeing, CFM, Lessors, Pontifications, Pratt & Whitney
737 MAX, A320NEO, A330neo, A350, Air Lease Corp., Airbus, Boeing, CFM, Lessors, Pratt & Whitney, Rolls-Royce, Steven Udvar-Hazy
Can Airbus improve the A321neo?
By Bjorn Fehrm
Subscription Required
Introduction
August 03, 2017, © Leeham Co.: The Airbus A321 has been in its own single aisle league for capacity and with the A321LR for capacity and range.
With Boeing’s launch of the 737 MAX 10, the unique position has taken a hit. With A321 occupying 40% of Airbus single aisle sales, Airbus is examining how to re-open the gap.
There is much talk about an A322: an aircraft with new wing, engines and so forth. This is a major undertaking and will need new engines for its realization. Couldn’t Airbus improve the A321 as it is?
We look into what short term improvements can be done to the A321, and what these would give.
Summary
Read more
2 Comments
Posted on August 3, 2017 by Bjorn Fehrm
Airbus, CFM, Pratt & Whitney, Premium
737 MAX, A320NEO, A321NEO, Airbus, Boeing, CFM, Pratt & Whitney
Airbus group 2Q results: Engine deliveries decides 2017 results.
By Bjorn Fehrm
July 27, 2017, ©. Leeham Co: Airbus Group presented its 2Q2017 results this morning. The result for the first half and the full year of 2017 is decided by A320neo engine deliveries.
Out of a planned 200 A320neo deliveries for the year, Airbus could deliver 54 aircraft during the first half, with 35 completed aircraft waiting for engines on the Airbus tarmac.
Read more
17 Comments
Posted on July 27, 2017 by Bjorn Fehrm
Airbus, CFM, Pratt & Whitney
A320, A320NEO, Airbus, CFM, CFM LEAP-1A, Pratt & Whitney, PW1100G
Is Norwegian in trouble?
By Bjorn Fehrm
July 11, 2017, © Leeham Co.: In our review of Norwegian Air Shuttle (Norwegian) the 8 of February, we pointed out the company’s ambitious fleet expansion plans with a rather weak balance sheet. We followed up with a second article the 15th of February where we analyzed the risky fleet plans further.
Last week, the longtime Norwegian CFO, Frode Foss, departed. It sent shock waves through analysts and the stock tanked 8% in a day.
The departure of a CFO is many times the pre-warning of troubled times. Foss was with Norwegian for 15 years. It was not a planned departure and Foss has no successor. The post is run by the Investor Relations manager in the interim.
Read more
25 Comments
Posted on July 12, 2017 by Bjorn Fehrm
Airbus, Boeing, CFM, Pratt & Whitney
737 MAX, 787-9, A320NEO, Airbus, Boeing, Norwegian Air Shuttle, Pratt & Whitney
Developing Boeing’s airplanes
Delaney made the remarks at the Paris Air Show about developing the 737 MAX 10 and the NMA (New Medium size Airplane).
Figure 1. Boeing’s airliner lineup over the years. Source: Boeing.
Figure 1 shows the Boeing products over the years, with the 737 MAX 10 and the NMA filling the gap between 180 and 270 two class seats (note the 748i is no longer part of the chart). The MAX 10 is in place and a tentative NMA is showing the way into the next decade. Read more
31 Comments
Posted on June 20, 2017 by Bjorn Fehrm
Airbus, Boeing, CFM, Future aircraft, Middle of the Market, Paris Air Show
737 MAX, 777X, 787-10, Airbus, Boeing, MAX 10, NMA
Dissecting the 737-10 numbers
Analysis
Kevin McAllister, CEO of Boeing Commercial Airplanes, and Dennis Muilenburg, CEO of The Boeing Co., announced there were 240 orders from more than 10 customers when they confirmed the show’s worst kept secret: that the launch was here.
The 240 orders were more than had been expected—and less than advertised.
Read more
42 Comments
Posted on June 19, 2017 by Scott Hamilton
Airbus, Boeing, CFM, Paris Air Show
737-10, 737-8, 737-800, 737-9, 737-900ER, Airbus, Boeing, CFM, GECAS, Tibet Financial Leasing
MC-21 and C919 compared. Part 3.
By Bjorn Fehrm
Subscription required.
Introduction
June 15, 2017, ©. Leeham Co: We continued the comparison of Irkut’s MC-21 and COMAC’s C919 last week with an analysis of the cabins and systems. The week before, we compared project time plans, structures and aerodynamics.
Summary:
Read more
Leave a Comment
Posted on June 15, 2017 by Bjorn Fehrm
Airbus, Boeing, CFM, China, Comac, Future aircraft, GE Aviation, Irkut, Pratt & Whitney, Premium, United Aircraft, United Engine Corp., YAK
737 MAX, A320NEO, Airbus, Boeing, C919, CFM, Comac, MC-21-300, Pratt & Whitney, UAC
MC-21 and C919 compared. Part 2.
By Bjorn Fehrm
Subscription required.
Introduction
June 08, 2017, ©. Leeham Co: We started the comparison of Irkut’s MC-21 and COMAC’s C919 last week. We compared project time plans, structures and aerodynamics.
Now we continue with the comparison of cabin capacities and systems.
Summary:
Read more
Leave a Comment
Posted on June 8, 2017 by Bjorn Fehrm
Airbus, Boeing, CFM, Comac, GE Aviation, Irkut, Pratt & Whitney, Premium, Rockwell Collins, United Aircraft, United Engine Corp., YAK
737, 777, 787, A350, Airbus, Boeing, C919, CFM, Comac, Irkut, MC-21, Pratt & Whitney
Email Subscription
Associations
Aviation News-Commercial
Commentaries
Companies-Commercial
Companies-Defense
Engines
Resources
YouTube
Archives